See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,859 | $78,422-49.2% | $95,952-58.5% | $79,858-50.1% |
| Participation rate | 32.0% | 73.5%-41.5pp | 77.1%-45.1pp | 69.6%-37.6pp |
| Annual return | 12.96% | 19.37%-6.4pp | 91.61%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,204 | $3,440+22.2% | $4,167+0.9% | $3,740+12.4% |
| Admin fee / account holder | $12,606 | $5,622+124.2% | $6,795+85.5% | $5,306+137.6% |